Creating an Organization

Before you start

Taleo Connect Client is running and ready for use.

Taleo application is available for integration.

Here's what to do

1. From TCC open New Import Wizard File>New>New Import Wizard.

   The New Import Wizard opens.

2. In Product, Select SmartOrg [Version] from pull down menu.
   1. Click on Organization.
   2. Select Use the following import template.
   3. In Template pull down menu, select Basic Organization create.
   4. Click on Finish.

   A New Import editor opens.

3. Verify that the information in the General tab is correct.
   1. Header present is selected.
   2. Value delimiter is comma.
   3. Quotation character is double quotes.
4. In Advanced: Other import options click the Browse icon.
   1. Integration Processor is selected.
   2. olf is specified in dialog box.
   3. In Additional import options, switch.system.maintenance parameter is set to always.
   4. Click OK.
5. Click on Columns tab.
6. Select each column and verify Column information and Behavior.
7. Save as organization-create_ld.xml in organization-create folder.
8. Click Generate a sample csv file.

   The sample csv file opens in the default editor.

9. Enter the following data in the csv file.

   The first line is the file header. The second line is the first line of data. ROOT-CODE is the root code extracted previously from the Taleo product.

   Code,CustomerID,Name,ParentCode,IndustryNumber,DisplaySequence 
   CPCORP0,CORP-CONPROD,Corporate Headquarters,ROOT-CODE,12,1 
   CPRD0,RD-CONPROD,Research & Development,CPCORP0,12,300 
   CPHR0,HR-CONPROD,Human Ressources,CPCORP0,12,500 
   CPPRD0,PROD-CONPROD,Production,CPCORP0,12,400 
   CPFIN0,FINANCE-CONPROD,Finance,CPCORP0,12,200 
   CPSAL0,SALES-CONPROD,Sales,CPCORP0,12,100 
   CANSAL0,SALES-CAN,Canada,CPSAL0,12,130 
   USASAL0,SALES-USA,United States of America,CPSAL0,12,110 
   MEXSAL0,SALES-MEX,Mexico,CPSAL0,12,120 
   CANSAL1,SALES-MAR,Maritimes,CANSAL0,12,131 
   CANSAL2,SALES-QC,Quebec,CANSAL0,12,132 
   CANSAL3,SALES-ON,Ontario,CANSAL0,12,133 
   CANSAL4,SALES-PRA,Prairies,CANSAL0,12,134 
   CANSAL5,SALES-BC,British Columbia,CANSAL0,12,135 
   USASAL1,SALES-NE,New England,USASAL0,12,111 
   USASAL2,SALES-MA,Mid-Atlantic,USASAL0,12,112 
   USASAL3,SALES-SE,Southeast,USASAL0,12,113 
   USASAL4,SALES-CGL,Central Great Lakes,USASAL0,12,114 
   USASAL5,SALES-SGC,South / Gulf Coast,USASAL0,12,116 
   USASAL6,SALES-MW,Midwest,USASAL0,12,115 
   USASAL7,SALES-WM,Western Mountains,USASAL0,12,117 
   USASAL8,SALES-CA,California,USASAL0,12,118 
   MEXSAL1,SALES-BA,Baja California,MEXSAL0,12,126 
   MEXSAL2,SALES-NM,Northern Mexico,MEXSAL0,12,125 
   MEXSAL3,SALES-TB,The Bajio,MEXSAL0,12,124 
   MEXSAL4,SALES-CM,Central Mexico,MEXSAL0,12,121 
   MEXSAL5,SALES-PC,Pacific Coast,MEXSAL0,12,123 
   MEXSAL6,SALES-YP,Yucatan Peninsula,MEXSAL0,12,122

10. Save file as organization-create.csv in organization-create folder.
11. From TCC open New Configuration WizardFile>New>New Configuration Wizard.

    The New Configuration Wizard opens.

12. Select Based on an import specification.
    1. Click the Browse icon.

       A Select folder window opens.

    2. Navigate to organization-create folder.
    3. Select organization-create_ld.xml.
    4. Click on Open.
    5. Click on Next.
    6. Select Endpoint.
    7. Click on Finish.

    A New Configuration editor opens.

13. In General tab, under Request, select Pre-defined value
    1. Click the Browse icon.

       A Select file window opens.

    2. Navigate to organization-create folder.
    3. Select organization-create.csv.
    4. Click on Open.

    The file path and name are displayed in the dialog box

14. In General tab, under Response, select Generated using an identifier
    1. Click the Browse icon.

       A Select folder window opens.

    2. Navigate to organization-create folder.
    3. Click on OK.

       The file path is displayed in the dialog box

    4. Click the Browse icon.

       A Choose Identifier window opens.

    5. In the Template dialog box enter [FILE]-[NOW]
    6. Click OK.

       [FILE]-[NOW] is displayed in the dialog box

15. Save as organization-create_cfg.xml in organization-create folder.
16. Click the Execute the configuration icon and wait for the workflow to complete the import.
17. Open organization-create folder.
18. Open CSV result file organization-create-yyyyMMddTHHmmss.csv in a csv editor or notepad

    The following results are displayed.

    "Index","Identifier","Status","TransactionType","Result","Message" 
    "1","","success","organization.create",,"" 
    "2","","success","organization.create",,"" 
    "3","","success","organization.create",,"" 
    ... 
    "26","","success","organization.create",,"" 
    "27","","success","organization.create",,"" 
    "28","","success","organization.create",,""